Pardot email bodies now synced into salesforce.com

Concept

Emails synced into salesforce.com as activities will now always display the contents of the email in some form.

Previously, if an email was sent in multi-part (HTML and text) format and synced to salesforce.com as an activity, it would display a link to view the email in Pardot. To relieve some of the friction of an extra click, we will now do an automatic HTML-to-Text conversion which preserves all of the text content, and does a decent job at also preserving some of the spacing and formatting as well. It is necessary to do this conversion since salesforce.com will typically not render HTML inside of an activity object.

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Notes

We had already been able to do this with SugarCRM and NetSuite (albeit a bit differently). Still to come is doing the same thing but for Microsoft Dynamics CRM.

This only affects emails synced in going forward. Past emails will not be resynced.

4 thoughts on “Pardot email bodies now synced into salesforce.com”

This totally confirms to me that we made the right decision in picking Pardot this last summer – and also why you should attend Elevate 2012… I mentioned this to Adam during the Elevate conference a week ago and he listened…not only did he listen but pushed it into the product in less than a week. This company is way nimble!

Thanks so much Terence. It’s nice to have clients who contribute so many great ideas to the product. This one was a definite no brainer and it just took a little convincing to see how much of a pain it was to have to do an extra click (for no good reason). I appreciate you bearing with us on it!

I agree that this is a great addition. Our sales reps would question why the emails weren’t synched, so this alleviates a barrier to getting the team on board. We’re still pretty new with our implementation, so this is another step in proving how valuable the Pardot/SF integration can be for them. Thanks Adam & the Pardot team!